CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.99M
3
+$8.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.85M

Top Sells

1
+$8.96M
2
+$7.42M
3
+$6.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.04M

Sector Composition

1 Technology 4.99%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
0
1402
$0 ﹤0.01%
+6
1403
– –
0
1404
– –
0
1405
$0 ﹤0.01%
7
1406
– –
0
1407
– –
-250
1408
$0 ﹤0.01%
3
-3
1409
– –
-300
1410
– –
-5
1411
– –
-47
1412
– –
0
1413
$0 ﹤0.01%
15
1414
$0 ﹤0.01%
2
1415
$0 ﹤0.01%
1
1416
– –
-1,000
1417
– –
0
1418
– –
-200
1419
– –
-1,000
1420
– –
-10
1421
$0 ﹤0.01%
10
1422
– –
-24
1423
$0 ﹤0.01%
3
1424
$0 ﹤0.01%
4
1425
$0 ﹤0.01%
11
55 56
57
58 59